How to set up alerts

Alerts are pop up balloons that appear when you highlight an Owner, Property, Tenant or Creditor. They are handy for really important notes. Below are some examples of their uses

On a Property: "Owner does own maintenance" This will then pop up when you click on a property or go to a works order.

On A Tenant: " Breakdown of Initial payment, Letting fee, Bond and Rent." This will then show when you bring the tenant up to receipt their money. Please note this does not show if using import bank statement.

On A Creditor: You can list the type of work they do and this will show if you do a works order from the Creditor screen.

There are two ways to get the Alert screen

  • Highlight the relevant person or property in the list, if they already have an alert, you will be able to click the alert under the highlighted name. OR
  • Right click on the relevant person or property in the list, select diary and click on Alert.  Type in the details and click on save.  Everytime you click on the property, (or Tenant, Owner or Creditor) the alert will appear.
  • To delete the alert, just open the alert screen again and delete the contents and save.

NOTE: The alert will only show on the list it was created for. i.e If an alert has been set up against a property it will only show on the property list.

 

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